Customer Portal · Assessment · Assessor-led
Your assessor is driving — here's what you see
Schedule, evidence requests, interview slots, and the report-in-progress. Sign-off happens at the QA gate before delivery.
See the report-in-progressThe report regenerates from current intake every time you open it — same view your engagement team is shaping
Open the report →The deliverable will carry a DRAFT — QA NOT APPROVED watermark on every page until your CivOps lead signs off at the QA gate; that's intentional. Edits + scoring happen inside the engagement team's console, which is not part of the customer portal.
What your assessor is working through
- Site walk + photo evidence (with AI tagging)
- Stakeholder interviews + voice/NPS survey
- System-of-record discovery (ERP, MES, CMMS, SCADA, WMS)
- Capability scoring across 10 areas + 12 domains
- QA gate sign-off before report delivery
When the report shipsOne click to setup
Same as self-driven mode: assessment record carries forward to setup — equipment, current systems, gaps. No re-typing.
Bridge to setup · zero re-typing
Carries the equipment list, system inventory, and gap recommendations from this engagement directly into the setup wizard's first step. Operators don't re-enter what was already captured.